Posts by Glassman Wealth Services
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Barry Glassman meets with Julie Cooling of the RIA Channel
Barry recently met with Julie Cooling, Founder & CEO of the RIA Channel to discuss Glassman Wealth, and our One Client Approach. Click the picture below to watch the full interview.
Read MoreInvestment News: What If You Had Just One Client?
What if you had just one client? Barry Glassman met with InvestmentNews at Schwab IMPACT 2018, and shared how this mindset helps shape our firm and allows us to best serve our clients. Click the photo below to watch the full video.
Read MoreBarry Glassman Interviewed on Federal News Radio
Wondering what on earth is going on with the economy, market, and taxes? Barry Glassman was interviewed by Jonathan Aberman on “What’s Working in Washington”, discussing Personal Finance and tax reform in 2018. Click below to listen! Personal finance and tax reform in 2018
Read MoreIs Your Broker Changing Firms? Should You Stay, Or Should You Go?
You’ve been working with a broker for years, and built up a great relationship, and one day they announce that they’ve left their firm in pursuit of greener pastures. So what now? Do you keep your assets at the original firm, where they’ve been for years, or do you follow the individual you’ve been working…
Read MoreAsset Allocation Versus Asset Location?
When diversifying your portfolio, are you focusing on allocations in each individual account or are you looking at the bigger picture? Barry Glassman shares on CNBC a common mistake investors have been making when it comes to populating their investments. Read more about asset location vs asset allocation on CNBC.
Read MoreBarry Glassman named FPA 2018 Planner of the Year
We are thrilled that Barry Glassman has been named the 2018 Planner of the Year by the Financial Planning Association of the National Capital Area. Two of the major criteria for this award are Community/Charitable work, and Innovative Financial planning techniques/practice management; two things that not only Barry but the entire firm here at Glassman…
Read MoreWhat We’re Reading: Not Impossible by Mick Ebeling
Oftentimes the biggest obstacle between an individual and their success isn’t an outside factor or influence. The overwhelming scope of a goal can make many people hesitate, and that self-doubt might prevent a project from ever taking off. Success might seem impossible, and people balk at that fear of failure. Mick Ebeling proves what can…
Read MoreClient Advisor Candace Lee Earns Designation of Enrolled Agent
We are thrilled to announce that Client Advisor Candace Lee has recently attained the IRS designation of Enrolled Agent (EA), the highest credential awarded by the IRS. Enrolled agents are the only federally licensed tax practitioners who specialize in taxation and also have unlimited rights to represent taxpayers before the IRS. While the hard work and…
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